Mercer Advisors

Associate Wealth Advisor, UHNW

Boulder; Denver (HQ)

Sponsorship not specified$98k-$115kDetected 7 days ago

SalesAccountingTaxCommunicationCollaborationCFA

About the role

Mercer Advisors has worked with families to help them amplify and simplify their financial lives.
Our Regis Group was specifically formed to serve ultra-high-net-worth families ($50M+), who face a unique set of financial advantages and challenges.
Regis Wealth Advisors work hand-in-hand with these clients to help them make sense of their financial situation, make smart decisions, and live the lives of their dreams.

Collaborates closely with internal partners across portfolio management, tax, estate planning, and other specialized teams to coordinate expertise and deliver integrated, comprehensive offering to our clients.
Partner with the Senior Wealth Advisor to deliver exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client's future.

Certified Financial Planner (CFP) designation required.
Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)
Required Knowledge, Skills and Abilities:

Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)
Master's degree a plus

Advanced knowledge of the industry, financial products, and financial planning concepts
Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients
Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
Experience utilizing financial planning software
Expert at collaboration and willing to help others
Sales aptitude and experience is preferred
An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment
Comprehensive understanding of compliance requirements
Ability to travel up to 20% as required for client meetings, company training, etc.

$97,750 - $115,000 USD
Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications.
This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs.
Base Pay Range

Company Paid Short-Term and Long-Term Disability Insurance
Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
Kaiser Medical plans available in California
Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
Two comprehensive Dental Plans
Vision Insurance Plan
Generous paid time off program for vacation and sick days
Family Medical Leave
Paid Parental Leave (8 weeks)
Mercer Advisors offers a competitive and robust benefit package to our employees.
Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs.

Ensures adherence to compliance and regulatory policies as well as company standards of client care.
We offer the following:
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law.
If you need an accommodation during the application or hiring proc

This listing is sourced directly from Mercer Advisors's careers page and normalized into a canonical job model.